MGIA

Matthew Goff Investment Advisor’s Marsh & McLennan MMC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$822K	Hold	3,761	–	–	0.15%	62
2025 Q1	$918K	Buy	3,761 +12	+0.3%	+$2.93K	0.17%	65
2024 Q4	$796K	Hold	3,749	–	–	0.15%	69
2024 Q3	$836K	Hold	3,749	–	–	0.16%	67
2024 Q2	$790K	Hold	3,749	–	–	0.16%	67
2024 Q1	$772K	Sell	3,749 -142	-4%	-$29.2K	0.16%	65
2023 Q4	$737K	Hold	3,891	–	–	0.16%	66
2023 Q3	$740K	Hold	3,891	–	–	0.18%	63
2023 Q2	$732K	Sell	3,891 -49	-1%	-$9.22K	0.17%	67
2023 Q1	$656K	Hold	3,940	–	–	0.16%	64
2022 Q4	$652K	Hold	3,940	–	–	0.17%	62
2022 Q3	$588K	Buy	3,940 +49	+1%	+$7.31K	0.17%	58
2022 Q2	$604K	Hold	3,891	–	–	0.16%	60
2022 Q1	$663K	Hold	3,891	–	–	0.16%	56
2021 Q4	$676K	Hold	3,891	–	–	0.15%	55
2021 Q3	$589K	Hold	3,891	–	–	0.14%	60
2021 Q2	$547K	Hold	3,891	–	–	0.14%	65
2021 Q1	$474K	Hold	3,891	–	–	0.13%	68
2020 Q4	$455K	Hold	3,891	–	–	0.14%	66
2020 Q3	$446K	Hold	3,891	–	–	0.14%	60
2020 Q2	$418K	Buy	3,891 +49	+1%	+$5.26K	0.14%	62
2020 Q1	$332K	Buy	3,842 +93	+2%	+$8.04K	0.14%	48
2019 Q4	$418K	Hold	3,749	–	–	0.15%	46
2019 Q3	$375K	Hold	3,749	–	–	0.15%	48
2019 Q2	$374K	Hold	3,749	–	–	0.16%	44
2019 Q1	$352K	Hold	3,749	–	–	0.16%	44
2018 Q4	$299K	Hold	3,749	–	–	0.15%	45
2018 Q3	$310K	Hold	3,749	–	–	0.12%	60
2018 Q2	$307K	Sell	3,749 -40	-1%	-$3.28K	0.12%	64
2018 Q1	$313K	Hold	3,789	–	–	0.13%	64
2017 Q4	$308K	Hold	3,789	–	–	0.13%	63
2017 Q3	$318K	Sell	3,789 -155	-4%	-$13K	0.14%	64
2017 Q2	$307K	Hold	3,944	–	–	0.28%	32
2017 Q1	$291K	Buy	+3,944	New	+$291K	0.28%	34